Director – CFO Technology Strategy & Transformation | Business Transformation
Miami, Florida, United States · On-site
$180k–$200k/yr
Senior+
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Skills: CFO Technology Strategy, Digital Finance Transformation, ERP Modernization, Intelligent Process Automation, Business Process Optimization
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Lead complex CFO technology transformation programs, focusing on ERP roadmaps, systems rationalization, and intelligent process automation. Drive practice growth through business development, IP creation, and mentoring consulting teams.
Requirements
Requires a Bachelor's degree and 10+ years of experience in management consulting or finance transformation. Must have demonstrated expertise in ERP strategy, automation tools, and influencing executive stakeholders.
Full job description
Experience a 45X+ award-winning culture!
Embarkers enjoy:
Work-life integration: We encourage our team to balance work with personal life. 95% of our employees feel they can take time off when necessary
Growth and development: We offer continuous learning opportunities, including CPE credits and coaching, to support our employees' professional growth and ensure they execute excellently for clients
Award-winning culture: Recognized for our outstanding workplace environment, we prioritize the happiness and well-being of our team
Embark isn't your ordinary consulting firm. We’re committed to cultivating a workplace where everyone can thrive—where happiness is at the core of our success. Where Happy Works. Our team is dedicated to solving complex problems for finance, accounting, HR, and technology leaders with forward-thinking solutions and unparalleled hospitality. Here are a few reasons why 93% of Embarkers agree that we offer special and unique benefits:
Unlimited PTO: Enjoy unlimited PTO to recharge and pursue your passions
Comprehensive healthcare: 100% paid premiums for you and your family
Whole human growth: $150 monthly stipend for holistic development
Career advancement: Access to CPE credits, learning platforms, coaching, and professional development
Financial support: Up to 3% 401(k) matching and financial advisory services
Team and community engagement: Monthly social events within your market, charitable matching, and great people!
About the role:
We are seeking an accomplished and forward-thinking Senior Manager or Director to join our growing Office of the CFO Consulting Practice, leading transformational projects at the intersection of finance, technology, and process automation.
This role focuses on guiding CFOs and finance leaders through high-impact initiatives including IT strategy, digital finance transformation, global systems rationalization, and intelligent process automation (IPA). You will help enterprise and mid-market clients modernize finance functions, optimize technology investments, and embed automation into the DNA of how finance operates.
Beyond client delivery, this is a leadership position with responsibility for practice development, team building, and driving go-to-market efforts.
What you'll be doing:
Client Delivery & Transformation Leadership
Serve as the primary engagement lead for complex CFO tech transformation programs, overseeing multi-functional teams across finance, IT, and operations.
Lead clients through the design and implementation of finance technology strategies, including ERP roadmaps, automation opportunities, and enterprise architecture assessments.
Manage full lifecycle of global systems rationalization and ERP modernization efforts (e.g., NetSuite, Oracle, Workday, SAP), including pre-implementation planning and post-go-live optimization.
Translate finance function requirements into scalable systems and automated workflows to enhance efficiency, control, and insight generation.
Lead discovery and deployment of process automation solutions, including RPA, workflow tools, and AI/ML applications for functions such as close-to-report, procure-to-pay, and quote-to-cash.
Deliver results that drive measurable improvements in cycle time, accuracy, resource allocation, and stakeholder experience.
Finance Function Expertise
Apply deep subject matter expertise in finance and accounting processes including controllership, FP&A, revenue recognition, financial close, audit readiness, and internal controls.
Advise clients on finance operating model evolution, data governance, and digital enablement strategies aligned to long-term growth and compliance.
Leverage understanding of key finance applications (e.g., BlackLine, OneStream, Anaplan, Coupa, Salesforce) to inform system design and automation integration.
Practice Leadership & Innovation
Lead continued buildout of Embark’s offering, defining services around ERP strategy, automation enablement, and digital finance architecture.
Create IP and delivery frameworks for intelligent automation—including opportunity assessment tools, automation playbooks, and ROI models.
Stay ahead of market trends in AI, RPA, workflow orchestration, and embedded analytics to ensure our offerings remain cutting-edge and outcome-focused.
Business Development & Market Growth
Support proposal development, solution scoping, and client presentations for technology and automation-focused initiatives.
Develop and maintain strong client relationships to identify new opportunities and support ongoing transformation journeys.
Leverage your personal and professional network to generate leads and drive new business aligned to our CFO transformation practice.
Represent the firm in the marketplace through participation in conferences, webinars, and thought leadership initiatives.
People Development & Coaching
Serve as a people leader and culture carrier, mentoring consultants and managers across career development, delivery excellence, and client relationships.
Foster a collaborative, inclusive, and feedback-driven team environment that emphasizes innovation, ownership, and continuous improvement.
Lead internal training sessions on finance transformation, automation strategy, and systems integration to build team capability.
To be a good fit for this role you will have:
Bachelor’s degree in Finance, Accounting, MIS, or related field.
10+ years of progressive experience in management consulting (Big 4 or similar) or a transformation role within a finance organization.
Demonstrated experience leading complex transformation projects across ERP strategy, systems integration, or business process optimization.
Working knowledge of automation tools and frameworks (e.g., UiPath, Automation Anywhere, Power Automate, Alteryx) and how to apply them within finance functions.
Strong grasp of core finance and accounting processes and enabling technologies.
Proven ability to advise and influence executive stakeholders including CFOs, CIOs, and Controllers.
Added bonus if you have:
CPA, MBA, or systems certifications (Oracle, SAP, NetSuite, Workday, etc.)
Direct experience designing and deploying automation at scale within a finance function.
Familiarity with Agile delivery methodologies, PMO best practices, and digital enablement roadmapping.
Experience supporting PE-backed or high-growth clients through finance systems maturity and transformation.
What's in it for you:
We pay 100% of insurance premiums on medical, dental, and vision for you AND your family
Typical compensation range of $180,000- $200,000 based on experience
We match 50% to 6% on our 401K
Fully paid parental leave for all new parents
Monthly stipend for family gym memberships
Highly competitive salaries
All the technology you’ll need to be successful, the most advanced software, and accessories to ensure you get the job done in style
Monthly team outings (think: axe throwing, a trip to the State Fair, go-kart races, etc.)
In closing...
If this role sounds exciting, apply and let's start the conversation!
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. Upon offer of employment, employees will be asked to submit to a background check and drug screen. Dependent on ongoing client requirements, employees may also be asked to submit to a drug screening and background check throughout employment.
Embark is shaking up the consulting industry with a radical belief: Happy is good for business.
We combine industry-leading experience with world-class hospitality to propel your business to new heights. Our team, composed of Big 4 alumni and industry leaders, ensures strategic and tactical excellence. We believe happy consultants make happy clients, reflected in our NPS being over 70% higher than the industry average. From Financial Reporting to Generative AI, we offer deep expertise across a wide range of business needs, assembling right-sized teams to anticipate and meet future challenges.
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